What departments does CUSO Financial Services have?

CUSO Financial Services has employees across 9 departments including Operations, Product Management, Program & Project Management, Sales, Engineering.

What is the largest department at CUSO Financial Services?

The largest department at CUSO Financial Services is Banking with 10 employees.

Where are CUSO Financial Services employees located globally?

CUSO Financial Services has employees across 3 continents and 5 countries including Ghana, United Kingdom Of Great Britain And Northern Ireland, France, United States Of America, Canada.

How has CUSO Financial Services's team size changed over time?

CUSO Financial Services's team has decreased from approximately 209 to 167 employees based on available data.

CUSO Financial Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

CUSO Financial Services, LP was a financial services provider based in San Diego, California. Before ceasing independent operations, the company reportedly employed between 51 and 200 people as part of the Atria Wealth Solutions ecosystem. It stopped operating independently following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries, including CFS, were fully absorbed into LPL, and both the Atria and CFS names were retired. The former CFS entity now exists as part of LPL Financial’s broader organization. This reflects consolidation within the financial services industry, with legacy subsidiaries integrated under a single platform.

CUSO Financial Services Global Highlights

North America
276

United States Of America
275
Canada
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Africa
2

Ghana
2

CUSO Financial Services's Leadership

E. E.
Chief Operating Officer
Mobile Phone
Email
R. H.
Vice President Investor Services
Mobile Phone
Email
B. J.
Owner
Mobile Phone
Email
A. M.
Assistant Vice President
Mobile Phone
Email
R. L.
Executive Director Product Management
Mobile Phone
Email
S. L.
Executive Director Product Management
Mobile Phone
Email
A. T.
Africa Regional Program Manager
Mobile Phone
Email
K. C.
Territory Sales Manager
Mobile Phone
Email

CUSO Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Information Technology
Legal
Other
Support
Finance

Contact profiles from CUSO Financial Services

Name

Title

Contact

Location

Last Update

R. H.
Advisor Development Manager
Mobile Phone
Email
Jul 07, 2024
J. L.
Senior Accountant
Mobile Phone
Email
Oct 18, 2024
E. P.
Financial Advisor
Mobile Phone
Email
Apr 16, 2026
M. A. T.
Financial Advisor
Mobile Phone
Email
Sep 02, 2026
M. T.
Financial Advisor
Mobile Phone
Email
May 27, 2025
A. T.
New Account Specialist
Mobile Phone
Email
Oct 17, 2024
A. C.
Commissions Processor
Mobile Phone
Email
Oct 17, 2024
A. V.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
B. T.
Branch Supervisor
Mobile Phone
Email
Oct 17, 2024
C. L.
Investment Advisor, Cuso Financial Services, Lp At Mid American Credit Union
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is CUSO Financial Services known for?

CUSO Financial Services was founded in 1997 and operates in the Financial Services industry. You can contact CUSO Financial Services's main corporate office by phone at

+1-800-686-****

. Explore CUSO Financial Services's company overview page for more information.

What is CUSO Financial Services's most common email format?

CUSO Financial Services employees' email format typically follows the pattern of FLast@cusonet.com. Trying to find reliable and up-to-date employee contact data? Find more CUSO Financial Services email formats with LeadIQ.

How many employees does CUSO Financial Services have currently?

CUSO Financial Services has approximately 136 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Africa.

Who are CUSO Financial Services's key employees and leadership?

As of August 2026, CUSO Financial Services's key employees include:

Chief Operating Officer: E. E.
Vice President Investor Services: R. H.
Owner: B. J.
Assistant Vice President: A. M.
Executive Director Product Management: R. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

CUSO Financial Services Employee Directory

Find CUSO Financial Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead